ABOUT THE GUESTS

Jack Dugan
ABOUT Jack

Jack is a graduate of San Diego State University with a Masters Degree concentrating in Personal Financial and Tax Planning. In 2008 Jack was recognized as one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Jack has been named as one of San Diego’s Top Wealth Managers for 7 consecutive years (2010-2017). [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Deciding when to take your social security benefits is one of the important X-Factors of planning for a successful retirement. Pure Financial’s Jack Dugan, CFP® explains why the timing for taking your benefits or the benefits of your spouse, can impact your bottom line by tens of thousands of dollars.